Wayne Baller is a financial advisor with Wells Fargo Clearing in Marco Island, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a board member for the Fort Sumter House HOA in Charleston, SC, and owns John Galt Productions, LLC, a songwriting and creative management business. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

James Rocco is a financial advisor with Wells Fargo Clearing in Marco Island, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services informed by research from Wells Fargo Investment Institute.

Anna Gionet is a financial advisor with Wells Fargo Clearing in Marco Island, Florida, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo in various capacities since 2013. Outside of her advisory role, she owns a vacation rental property in Stowe, Vermont. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Andri Gonzalez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo Clearing in 2021, Gonzalez worked for Bank of America and Merrill from 2014 to 2021. Outside of advisory work, Gonzalez owns a rental property in Homestead, Florida. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.